See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,034 | $100,970+91.2% | $96,576+99.9% | $137,256+40.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.19% | 38.16%-23.0pp | 38.47%-23.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $4,223 | $3,809+10.9% | $3,553+18.9% | $4,156+1.6% |
| Participant deferral / active EE | $13,405 | $8,286+61.8% | $7,956+68.5% | $6,407+109.2% |
| Admin fee / account holder | $920 | $11,312-91.9% | $11,381-91.9% | $12,270-92.5% |